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Financial consultant

Charles Schwab Horsham Rd, Horsham

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Closed
Tuesday8:30AM–5PM

+1 215-693-6566

https://client.schwab.com/public/branchlocator/branchdetails.aspx

303 Horsham Rd D, Horsham, PA 19044, United States

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    Services

    • College Savings Related Financial Consulting
    • Corporate Finance Consulting
    • Estate Planning
    • Financial Planning
    • General Investment Consulting
    • Investment Advising
    • Real Estate Investment Consulting
    • Retirement Savings Consulting
    • Tax Planning
    • Wealth Management
    • Asset Protection
    • Brokerage Accounts
    • Business Retirement
    • College Savings Plans
    • Company Retirement
    • Corporate Financial Consultants
    • Defined Benefit Plan
    • Defined Contribution Plans
    • Deposit Services
    • Finance Portfolio Management

    Charles Schwab Reviews

    J

    John Castaldo
    5

    Not a client of Matt's but came in this afternoon to deposit funds into an index. Very thorough and professional despite being alone in the office. Highly recommend.

    m

    margie
    5

    Brian Cahill is wonderful. Patient, kind, and knowledgeable. I had to be one of the least knowledgeable people he has dealt with, and he worked with me until all my issues were resolved. Highly recommend Brian and this office!!!!!

    R

    Ray Forte
    5

    Everyone is quite pleasant. Be aware, they will accept checks and money orders for deposit, but you cannot bring cash to the branch - they do not process cash deposits. Similar to other CS Branches

    K

    Kenny Branford
    1

    I invested and was told I could not trade until proof of my address was given. I sent proof, did not hear back for several months, and eventually requested my money back. I spent an hour on the phone with a representative who lied to me and told me “your account was automatically frozen for three weeks and a check is due to be sent out tomorrow”. Over two weeks later and no check. I spent 6 hours being transferred from department to department and waiting for calls back. They informed me my account was frozen and the check was never due to be sent. I was told due to the patriot act my energy bills, verification from PennDOT, etc were not enough to verify my address. As a law enforcement member and law abiding citizen (which they knew, and verified prior to my investment) I am offended by their consistent reply of “we need to make sure you’re not a terrorist before we send your money back”. The interesting thing is my address confusion was not a problem when I deposited money with this company, but was a problem when I requested the money back. Dissatisfied .

    Response from the owner

    Hi Kenny. We're sorry to hear this. We’d like an opportunity to address your concerns, please give us a call at 800-435-4000 or visit Schwab.com/contact-us.

    A

    Anna W
    1

    By appointment only even to deposit one check. Matt would not help me and was very rude! Never going here again. Horrible customer service. It takes 30 seconds to deposit a check.

    Response from the owner

    Hi Anna. We’re sorry to hear this. For the latest information regarding COVID-19 impacts, please visit Schwab.com/covid-19-updates. For more information on mobile deposits and links to download the app, please visit Schwab.com/mobile.

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    FAQs

    • 1. What Is the Contact Information of Charles Schwab?

      You can contact Charles Schwab via +1 215-693-6566. You can fill in our easy-to-use online form to submit your loan request as well.
    • 3. What Kind Of Services Can I Get From Charles Schwab?

      Charles Schwab offers various loan services: '
      • College savings-related financial consulting
      • Corporate finance consulting
      • Estate planning
      • Financial planning
      • General investment consulting
      ' Learn more information about Charles Schwab.
    • 5. Is Charles Schwab An Agency Or A Lender?

      Charles Schwab is a Financial consultant that accepts all kinds of loan requests including online installment loans. In addition, iPaydayLoans, as an online loan service platform, can connect you with our network of lenders to get dependable loan services.
    • 2. What Is the Address of Charles Schwab?

      Charles Schwab is located at 303 Horsham Rd D, Horsham, PA 19044, United States. Take a look at the map and visit them in no time.
    • 4. How Can I Get A Loan At Charles Schwab?

      You can fill in our easy-to-use online form on their website. If you need other financial support, you can always check our website to see what's available for you.
    • 6. What Will Happen If I Can't Perform Repayment On My Loan?

      You should contact your lender if you have trouble performing repayments. Your lender may adjust the repayment due dates for you to cope with your current financial status. Click here to learn more information if, for example, you defaulted on your online title loan services.
    • 7. Can I Get Loans With Bad Credit from Charles Schwab?

      Yes, it is possible to get loans with a low credit score such as personal loans online from them. You can contact the lenders for detailed information regarding loan requirements. You can also visit iPaydayLoans to get instant loan quotes with easy conditions.